Investors' Soapbox PM

China Solar Tariff Threat Is a Paper Tiger

Maxim Group says the tariff would harm China's own firms badly.

January 28, 2013

Maxim Group

Despite rising expectations China will institute a tariff on polysilicon imports on Feb. 20, we believe this highly unlikely as it: 1) would disproportionately harm a larger base of installed wafer/cell/module makers that China is striving to support; 2) is being defused by trade negotiations at the national level; and 3) would detrimentally impact global demand for price elastic solar.